1.Detects new submission
Integrate Jotform Enterprise and form submission tools to capture submission metadata and uploaded files for intake review.
Create contract intake records with attachments for review
Automatically watch for new form submissions across Jotform Enterprise and Smartsheet. Create and update review ready contract intake records when submissions include updated reviewer info, uploaded documents, or submission IDsβso you can create rows, attach files, and standardize contacts without manual data cleanup.
How this automation prepares review ready contracts
When new submissions arrive in Jotform Enterprise, delays can block legal triage and make attachments harder to review. This automation normalizes reviewer fields and creates Smartsheet intake rows and attaches uploaded documentsβso your team can review faster without chasing files.
Jotform Enterpriseor swap with your favorite app
2.Normalizes reviewer email fields
Integrate Code by Zapier and data normalization tools to lowercase and trim reviewer and submitter emails for consistent mapping.
Code by Zapieror swap with your favorite app
3.Adds contract intake row
Integrate Smartsheet and spreadsheet mapping to add a row with submission fields, reviewer ownership, and the default review status.
Smartsheetor swap with your favorite app
4.Attaches uploaded documents
Integrate Smartsheet and attachment workflows to attach each submission file to the created row for inline reviewer access.
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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